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Beacon Pointe Advisors’s Novanta NOVT Stock Holding History

Beacon Pointe Advisors’s Portfolio NOVT Stock Details NOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,462
Closed -$208K – 1172
2022
Q1 		$208K Buy
1,462
+48
+3% +$6.81K ﹤0.01% 1115
2021
Q4 		$249K Buy
1,414
+69
+5% +$11.5K 0.01% 802
2021
Q3 		$208K Buy
+1,345
New +$196K 0.01% 848

Other funds holding NOVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Beacon Pointe Advisors's NOVT Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of Novanta (NOVT) in Q2 2022, closing a stake of 1,462 shares — an estimated $208K sold.

Beacon Pointe Advisors first reported a position in NOVT in Q3 2021 and held it in 3 quarters. The position peaked at $249K in Q4 2021. 222 funds tracked by Wall St. Rank hold NOVT as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining Novanta position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 1,462 Novanta shares in Q2 2022, an estimated $208K.
  • Beacon Pointe Advisors first reported a position in Novanta in Q3 2021 and held it in 3 quarters.
  • Beacon Pointe Advisors's Novanta position peaked at $249K in Q4 2021.
  • 222 funds tracked by Wall St. Rank held Novanta as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.